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Financial Planning

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Financial Planning with Tangible Assets

Today more than ever people who are serious about protecting their financial security and developing their financial freedom are looking for better quality advice. They want to help make sense of the ever-expanding range of investment options and they want down to earth, professional guidance to identify new opportunities that will make the most of their money. If you want relevant, valuable and balanced financial advice that you can rely on, Tangible Assets has the resources and expertise to deliver it.

SERVICES PROVIDED

Building Foundations for a Long Term Relationship

At Tangible Assets we aim to establish your trust and respect by displaying the very highest standards of honesty and professional ethics. Upon this foundation we are committed to providing advice that reflects both broad experience and strong educational standards.

To fulfil your expectations our recommended Financial Planners also need to understand your circumstances and aspirations. This means not only an ability to listen, but also an open mindedness to your opinions and sensitivity to what you feel is important.

The Services on Offer

At Tangible Assets we recommend a comprehensive range of service offerings that address key aspects of your financial well-being and wealth creation. These services address the critical aspects of a holistic financial plan and provide you with opportunities that you may not have previously considered.

These services include:

Personal Investment

While everyone's goals are different, they all rely on short, medium and long term investment strategies to make them a reality. We can provide you with genuine opportunities to invest for real growth in net worth, through a comprehensive range of investments including managed funds and exposure to international and domestic equities, property, fixed interest and cash management investments.

Retirement Planning

A key goal in any financial plan is to retire in style! Tangible Assets can give you the financial tools you need to build your retirement assets. The scope of their advice extends from the products and strategies that are appropriate for accumulating your retirement assets, through to maximising your retirement income stream by working within the current tax and social security guidelines.

Risk Management

Risk management is an important service that Tangible Assets can offer you, thereby ensuring that your financial and lifestyle security is not undermined by inadequate insurance to cater for emergencies.

A Charter of Ethics for Your Security

In any aspect of business and personal life where you employ a professional to provide advice, you need to be sure their standards and credentials are exemplary. If this is true of your legal, accounting and medical advisers, you should apply the same standards to your Financial Planner. Tangible Assets success and reputation has been enhanced by our endorsement of the Financial Planning Association's Code of Ethics. These standards include:

• Integrity - High standards of honesty and integrity in conducting business and in the provision of financial planning services.
• Objectivity - Disclosure to the client of any limitations on the ability to provide objective advice.
• Competence - Providing competent advice by maintaining necessary knowledge and skill.
• Fairness - Ensuring that all advice be fair and reasonable at all times.
• Diligence - That Financial Planners act with due skill, care and diligence in the provision of advice.
• Professionalism - Adhering to the highest standards of professional conduct at all times.
• Confidentiality - Maintaining discretion and confidentiality in all clients affairs.
• Compliance - That the Financial Planner conduct complies with the constitution of FPA, the FPA's regulations and professional standards .

Our success and reputation has been enhanced by our endorsement of these ethics.

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